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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,550 | $144,130-93.4% | $117,861-91.9% | $147,586-93.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 20.95% | 531.20%-510.2pp | 335.11%-314.2pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,034 | $4,897-78.9% | $3,786-72.7% | $4,876-78.8% |
| Participant deferral / active EE | $1,034 | $5,316-80.6% | $4,482-76.9% | $5,439-81.0% |
| Admin fee / account holder | $26 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |